Lab Axiom can email customers when samples are received and when certificates of analysis (COAs) are ready. Configure recipients on each customer record, then send notifications from the Samples list or an individual sample.

Set up contacts and notification preferences

When you create or edit a customer:

1. Expand the Contacts section and add contacts with title, email, and phone as needed.
2. For each contact, optionally select COA Notifications to include that person when COAs are distributed.
3. Optionally select Sample Receipt Notifications to include the contact when the lab confirms sample receipt.

The customer's primary email on the record is also used for some notifications.

Notify that a sample was received

Permission: sample.notify

Single sample

1. Open Samples and open the sample in view mode.
2. When receipt notification is pending, click the Notify Customer control (notification icon) near the Received field.
3. Confirm in the dialog. Lab Axiom emails eligible recipients according to customer and contact settings.

Batch (multiple samples)

1. Open Samples from the bottom navigation bar.
2. Open the page ⋮ menu.
3. Choose Notify Customers of Samples Received when that action is available.
4. Confirm to notify customers for all eligible pending samples.

Notify that COAs are available

Permission: certificate.notify

You can notify customers when you certify a sample (choose notification options on the certify screen) or in batch from the Samples list:

1. Open Samples.
2. Open the page ⋮ menu.
3. Choose Notify Customers of New Certificates when certificates have pending notification status.
4. Confirm to send email for eligible COAs.

Notification status tracks Pending, Sent, Failed, Unpaid, and SkippedNoEmail. See Understanding Certificates of Analysis (COA) in Lab Axiom and Editability of COA in Lab Axiom.

Retrying a Failed, Unpaid, or SkippedNoEmail notification

A Failed notification does not retry automatically — there is no scheduled or background process that re-attempts sending.

Notify Customers of New Certificates (the batch action) only picks up certificates currently in Pending or Failed status. Running it again will retry Failed certificates alongside new Pending ones.

Unpaid and SkippedNoEmail certificates are not picked up by the batch action, even after you fix the underlying issue (clearing the balance, or adding an eligible email). Once payment or email eligibility is corrected, use Notify Customer on that individual certificate to resend it — re-running the batch alone will not pick up a certificate that is sitting in Unpaid or SkippedNoEmail status.

See Understanding Certificates of Analysis (COA) in Lab Axiom for how Unpaid and SkippedNoEmail statuses are determined.

See also

• Creating a New Customer in Lab Axiom
• Certifying a sample and issuing a COA in Lab Axiom
• Creating a New Sample in Lab Axiom